Deborah Davis. Cfp® Email & Phone Number

Wayne, Pennsylvania, United States

Employ a comprehensive, client-focused approach to financial planning. Such discipline ensures that recommended programs encompass each client’s financial goals, time frames, and risk tolerance. With specialization in transition life planning, I work closely with widowed, divorced and retirement-focused individuals to develop customized financial strategies that incorporate asset allocation, financial management, retirement and succession planning, whether it’s planning for retirement or ensuring assets last for one’s lifetime. Areas of concentration include investment management, estate planning, pre-retirement accumulation, and post-retirement distribution planning.

Greater Philadelphia Area

Wayne, Pennsylvania

As a Wealth Advisor with WSFS Wealth Investments I employ a comprehensive, client-focused approach to financial planning. Such discipline ensures that recommended programs encompass each client’s financial goals, time frames, and risk tolerance. In addition to developing a custom financial strategy for each client, I conduct regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.

Greater Philadelphia Area

Penn Liberty Wealth Advisors offers boutique investment services to individuals and families who are interested in creating a lasting legacy for future generations. Our comprehensive, structured approach organizes your financial life and puts you in control of your destiny. We believe that greater peace of mind comes from not only building a plan to help achieve your goals, but also providing education to understand how the plan works.

Greater Philadelphia Area